Luken Investment Analytics’s Merck MRK Stock Holding History

Luken Investment Analytics’s Portfolio MRK Stock Details MRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16.1K	Sell	134 -15	-10%	-$1.73K	0.01%	127
2025 Q4	$15.7K	Buy	149 +15	+11%	+$1.41K	0.01%	140
2025 Q3	$11.2K	Hold	134	–	–	﹤0.01%	124
2025 Q2	$10.6K	Hold	134	–	–	﹤0.01%	127
2025 Q1	$12K	Hold	134	–	–	0.01%	120
2024 Q4	$13.3K	Hold	134	–	–	0.01%	116
2024 Q3	$15.2K	Hold	134	–	–	0.01%	107
2024 Q2	$16.6K	Hold	134	–	–	0.01%	118
2024 Q1	$17.7K	Hold	134	–	–	0.01%	104
2023 Q4	$14.6K	Hold	134	–	–	0.01%	108
2023 Q3	$13.8K	Hold	134	–	–	0.01%	108
2023 Q2	$15.5K	Hold	134	–	–	0.01%	106
2023 Q1	$14.3K	Hold	134	–	–	0.01%	104
2022 Q4	$14.9K	Buy	+134	New	+$13.7K	0.01%	103
2020 Q4	$11K	Buy	+140	New	+$10.7K	0.01%	82

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Luken Investment Analytics's MRK Position: Q1 2026 in Review

Luken Investment Analytics reduced its Merck (MRK) stake by 10% in Q1 2026, selling an estimated $1.73K and leaving 134 shares worth $16.1K. The position accounts for 0.01% of the portfolio, ranked #127.

Luken Investment Analytics first reported a position in MRK in Q4 2020 and has held it in 15 quarters since. The position peaked at $17.7K in Q1 2024. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Luken Investment Analytics held 134 shares of Merck worth $16.1K as of Q1 2026.
Luken Investment Analytics sold 15 Merck shares in Q1 2026, an estimated $1.73K.
Merck made up 0.01% of Luken Investment Analytics's portfolio in Q1 2026, its #127 holding.
Luken Investment Analytics first reported a position in Merck in Q4 2020 and has held it in 15 quarters since.
Luken Investment Analytics's Merck position peaked at $17.7K in Q1 2024.
3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Luken Investment Analytics's 13F filing for Q1 2026, filed 12 May 2026.